Email body text can be customised to define new terms, new bank account details, promotions or other content that may help promote prompt payments.
- Make sure the Email address is filled in and “Email statement” box has been ticked from the customer maintenance screen:
- Go to Accounts module → Maintenance → System Setup → Departments → Select “A1 – Assets & Liabilities” → Email tab
- Then you can add the message you want included in the email body of emailed statements:
With these settings in place, in our example above, the email your customer receives would look something like this:
If you have any difficulty; email the SAM Support Centre: samsupport@sam.co.nz